What are the main enterprises of lithium battery anode materials?

(a) Cathode material enterprises ranking in 2016

According to statistics in 2016, all kinds of the anode materials technical route domestic enterprises are ranked as follows:

From ternary material enterprises, long-term lithium division in 2016 to 12.05% of the market share in all three yuan material domestic enterprises ranked the first, second, respectively when l (300073 SZ) of science and technology, Hunan Shanshan (600884. SH subsidiary) and Xiamen tungsten (600549. SH).

From the point of cobalt acid lithium (LCO) enterprise, Xiamen tungsten (600549. SH) all with a 18.04% market share in the domestic cobalt acid lithium (LCO) enterprises ranked the first, followed by Tianjin respectively and Mo, Hunan Shanshan and the north first.

From the point of lithium iron phosphate (LFP) enterprise, BYD (002594 SZ) produce their own overall market share of about 14.13%, and anda technology (830809 OC) based on BYD, second its market share of 12.72%, the second respectively Bert (835185 OC), Peking University first.

From the point of lithium manganese acid (LMO) enterprise, Qingdao dry with a 25.02% market share ranking the first, second, respectively Shanshan, Hunan province, Hunan can Rui Xiang and Hebei.

(2) In the third quarter of 2017 years ago the anode materials enterprises

According to public information, September 1, 2017, the anode materials domestic enterprises list as follows:

1, cobalt acid lithium; Yield increased by 6.95%, compared to the same yield from 2016 years ago in the third quarter of 52550 tons of production up to 2017 years ago in the third quarter of 56200 tons. Production due to the market demand of digital electronic products such as 3 c stability without a big change. From the summary data; Stable production compared with the same ranking, enterprise production increased, but the increase rate of small enterprises.

2, manganese acid lithium aspects; Hunan Shanshan in lithium manganese acid production in the third quarter of 2017 years ago, there is no actual output. Other enterprises are in the aspect of production also shows no sign of production, the industry as a whole production fell by 22.62%.

3, lithium iron phosphate; As the beginning of 2017 as of the release of policy to the sliding material, and to focus on the lithium battery energy density of the above; And points out that in 2020Power battery monomer ratio energy to achieve 300 wh/kg, strive to achieve 350 wh/kg, strive to achieve specific energy system 260 wh/kg, and by 2025The battery energy system than 350 wh/kg, the present stage of LFP specific capacity can not meet the standard, policy is driven with subsidies, lead to "hot" in 2016 with the demand of lithium iron phosphate, cold down this year. Product prices in the same period price fell by 1000 yuan per ton, LFP production enterprises currently seeking technology improvement LFP capacity; A recent countries lithium iron phosphate power battery system integration energy density can do 160 wh/kg, and the Hunan gold lithium currently in preparation for mass production of single crystal type manganese lithium iron phosphate, etc, on the one hand the LFP some enterprises are also actively sliding system layout, the expansion LFP production capacity expansion sliding at the same time. Production; Compared with the 75.4% growth. On the LFP material view; At present there are now companies are optimistic, the passenger car market support and future demand for energy storage are bullish on the estimate of incremental arrival.

4, ternary material aspects; Yield 91.85% year-on-year growth, thanks to the policy continues to continuously drive in high energy density lithium battery and lithium electricity enterprise production continued expansion. Ternary material from 523 to 622 began to focus on, the proportion of three yuan 811 basic in directly, NCA capacity in layout or project under construction. The anode materials is subject to the limited resources is also more obvious, enterprises seeking with the resources of strategic cooperation and layout of li-ion battery recycling enterprise actions frequently.

(3) of the anode materials mainly manufacturers

According to fortune securities research on July 21, 2017, Chinese battery net and ccid selected 10 positive electrode material in 2016 domestic enterprise, its production accounted for nearly 27%.

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